Principal Global Investors Funds - European Responsible Equity Fund I Class Accumulation Units

Strategie

This Fund is classified as an ESG Orientated Fund as defined in the Prospectus and takes certain environmental and social characteristics into account, including greenhouse gas emissions, carbon footprint, public health, health and safety, and workforce and community management. The Fund also excludes thermal coal producers, companies the derive a significant proportion of revenue from tobacco production, involvement in the gambling sector and involvement in controversial weapons. The Fund may also invest in real estate investment trusts (REITS) or other REIT-like structures which will be the equivalent of REITS. The Fund may hold investments from time to time which are listed or traded in Russia. Geopolitical events may impact how these securities are traded. The Fund may also invest in UCITS eligible Funds in order to obtain its objective. While it is generally intended for the Fund to be fully invested at all times, there may be a portion of assets held in cash or deposits at any given time. Any income received by the unit class will be reinvested.

Ziel

Das Anlageziel des Fonds besteht darin, einen mittel- bis langfristigen Kapitalzuwachs zu erzielen. Der Fonds ist bestrebt, sein Anlageziel zu erreichen, indem er vorrangig in Beteiligungspapiere, zum Beispiel Aktien, von Unternehmen investiert, die in Europa (einschließlich Osteuropa) ansässig sind oder ihr Kerngeschäft in Europa betreiben und bei denen positive fundamentale Veränderungen bei attraktiven relativen Bewertungen zu beobachten sind. Der Fonds wird dahingehend aktiv unter Bezugnahme auf den MSCI Europe NTR ("Index") verwaltet, dass der Fonds bestrebt ist die Wertentwicklung des Index zu übertreffen.